CN102598045B - User interface for defining account dimension combinations - Google Patents

User interface for defining account dimension combinations Download PDF

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Publication number
CN102598045B
CN102598045B CN201080050316.1A CN201080050316A CN102598045B CN 102598045 B CN102598045 B CN 102598045B CN 201080050316 A CN201080050316 A CN 201080050316A CN 102598045 B CN102598045 B CN 102598045B
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account
user
dimension
user interface
edit
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CN102598045A (en
Inventor
K·A·尼尔森
W·L·弗兰德森
C·吉尔森
K·M·霍尼曼
D·J·兰诺耶
K·D·穆伦伯格
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Microsoft Technology Licensing LLC
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Microsoft Corp
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02Banking, e.g. interest calculation or account maintenance
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/12Accounting
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F3/00Input arrangements for transferring data to be processed into a form capable of being handled by the computer; Output arrangements for transferring data from processing unit to output unit, e.g. interface arrangements
    • G06F3/01Input arrangements or combined input and output arrangements for interaction between user and computer
    • G06F3/048Interaction techniques based on graphical user interfaces [GUI]

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  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Accounting & Taxation (AREA)
  • Finance (AREA)
  • Theoretical Computer Science (AREA)
  • Physics & Mathematics (AREA)
  • General Physics & Mathematics (AREA)
  • Development Economics (AREA)
  • Technology Law (AREA)
  • Strategic Management (AREA)
  • General Business, Economics & Management (AREA)
  • Marketing (AREA)
  • Economics (AREA)
  • General Engineering & Computer Science (AREA)
  • Human Computer Interaction (AREA)
  • User Interface Of Digital Computer (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
  • Digital Computer Display Output (AREA)

Abstract

A user interface is provided enabling users to build and modify account structures with various account-dimension combinations and rules for those combinations. The user interface provides context for the account structure and controls for creation and modification of the account configurations.

Description

For the user interface of defining account dimension combinations
Background
Business solutions application provides a large amount of many-sided strong tools perhaps solving enterprise and its hetero-organization.Major part in these application is provided for the integrated ability of financial management, distribution, manufacture, Project Accountant, human resource management, Site Service management, business analysis and similar field.An importance of these application is to provide commercial accounting's function of robotization.
In order to follow the tracks of and maintenance organization in financial information, expert in finance arranges account's chart, and account's chart is the set of the account defining financial framework.In order to follow the tracks of the transaction in these accounts further, add dimension (dimension) to these accounts.Dimension is in fact a kind of comprising and the variable of concluding the business the additional information be associated.Dimension can be used for classifying based on concrete business needs, reporting and analyzing financial transaction.Dimension can comprise the department of followed the tracks of transaction, cost center, profit center, region, purposes and similar aspect.
Dimension and main account and the relation with other dimensions, and can how for account structure input transaction by rule control, described rule can be arranged by the keeper or user with different permission level.Such as, the account of his/her department of keeper's definable and dimension.The many aspects distribution of application is crossed in the configuration of account and dimension combination usually.Therefore, use existing accounting instrument to create effective account and dimension combination can be challenging task.
General introduction
There is provided this general introduction to introduce some concepts will further described in the following detailed description in simplified form.This general introduction is not intended to the key feature or the essential feature that identify theme required for protection specially, is not intended to the scope for helping to determine theme required for protection yet.
Each embodiment relates to be enable user create and revises the account structure comprising various account-dimension combination and the rule for these combinations.According to some embodiments, user interface enables described user complete described task by single-view user interface, described single-view user interface for this account structure provide context and for create and revise this account configuration control.
By reading detailed description below and with reference to the accompanying drawing be associated, these and other feature and advantage will become apparent.Be appreciated that aforementioned general description and the following detailed description are all illustrative, and do not limit each side required for protection.
Accompanying drawing is sketched
Fig. 1 is the concept map of the essential element be associated with account structure configuration user interfaces illustrated according to each embodiment;
Fig. 2 illustrates user interface according to embodiment and example control;
Fig. 3 illustrates how can add Combination nova to account in the user interface of Fig. 2;
Fig. 4 illustrates how to focus in the user interface of Fig. 2 and to revise/arrange each single dimension of a combination;
Fig. 5 illustrates how can form hierarchy from the flat structure of the relation between the main account of reflection and various combination;
Fig. 6 illustrates the feedback of presenting of multiple account structure and the validity about the combination in the user interface of Fig. 2;
How Fig. 7 can provide additional function in the user interface of Fig. 2 after the element selecting this account structure if illustrating;
Fig. 8 illustrates the example dialog box that can be used in conjunction with user interface definition account and dimensional attribute according to each embodiment;
Fig. 9 is the networked environment that wherein can realize the system according to each embodiment;
Figure 10 is the block diagram of the example calculations operating environment of the account structure user interface that wherein can provide according to each embodiment; And
Figure 11 illustrates the logical flow chart being provided for the process of the user interface constructing and revise account structure according to each embodiment.
Describe in detail
As what briefly describe above, by single-view user interface, user constructed and revise the account structure with various account-dimension combination and the rules for these combinations, this user interface provides context and the control for creating and revise this account configuration for this account structure.In the following detailed description, with reference to the part constituting detailed description and show the accompanying drawing of each embodiment or example as illustrating.These aspects capable of being combined, can utilize other aspects, and can make structural change and not deviate from the spirit or scope of the present invention.Therefore, following specific embodiment is not intended to restriction, and scope of the present invention is limited by claims and equivalents thereof.
Although describe each embodiment in the general context of program module combining the application program execution that operating system is on a personal computer run, those skilled in the art will recognize that each side also can realize in conjunction with other program module.
Generally speaking, program module comprises the structure of routine, program, assembly, data structure and other type performing particular task or realize particular abstract data type.In addition, it will be appreciated by those skilled in the art that, each embodiment can be implemented by other computer system configurations, comprise portable equipment, multicomputer system, based on microprocessor or programmable consumer electronics, small-size computer, mainframe computer and similar computing equipment.Realize in the distributed computing environment that each embodiment can also be performed by the remote processing devices by communication network links in task.In a distributed computing environment, program module can be arranged in local and remote both memory storage device.
Each embodiment can be implemented as computer implemented process (method), computing system or the such as goods such as computer program or computer-readable medium.Computer program can be computer system-readable and the computer-readable storage medium comprised for making computing machine or computing system perform the computer program of the instruction of instantiation procedure of encoding.Such as, computer-readable recording medium can realize via one or more in volatile computer memories, nonvolatile memory, hard disk drive, flash drive, floppy disk or compact-disc and similar mediums.Computer program also can be the readable and transmitting signal on the carrier (such as, frequency or phase modulated signal) of computer program code to the instruction for performing computer procedures of computing system.
Run through this instructions, term " platform " can be the combination of the software and hardware assembly for providing various calculation services (such as business application).The example of platform includes but not limited to, the trusteeship service that multiple server performs, the application performed on a single server and similar system.Term " server " refers to the computing equipment usually performing one or more software program in networked environment.Term " client computer " refers to provide computing equipment to the access of data and other software applications or software application by being connected with the network of other client computer and/or server to user.More details about these technology and exemplary operations are below provided.
Fig. 1 comprises the concept Figure 100 of the essential element be associated with account structure configuration user interfaces illustrated according to each embodiment.What be in the core of each element shown in Figure 100 is financial system 115, and this financial system 115 can realize in the concrete context of software application.Financial system 115 can be that independently financial records keeps (or accounting) system, can be maybe the fiscal module in the system that such as Enterprise Resources Planning (ERP) system etc. is larger.So, financial system 115 or can be performed by server 105 and be accessed by computing machine 104 by stand-alone computer 104.
Financial system 115 can comprise multiple assembly or mutual with it, all ledgers (general ledger) be made up of a series of transaction be stored on one or more suitable memory device in this way of described multiple assembly and the multiple sub-account (sub-ledger) can following the tracks of concrete entry (such as cash, accounts receivable, account payable, salary, stock etc.).The all entries being posted to sub-account 104 are concluded the business by ledgers.
Financial system 115 can be supported for following the tracks of the definable transaction dimension with the user of business analysis.User's definable transaction dimension is similar to the variable comprising the additional information relevant with transaction.These users definable transaction dimension is used to need to classify, report and analyzing financial transaction based on the concrete business of user.Multiple transaction dimensions that user can define can be unrestricted, and comprise such as cost center, profit center, region, hour and similar dimension, and such as client, supplier, article, place and similar predefined system transaction dimension.These user-defined transaction dimension codes can be affixed to ledger (ledger) transaction, thus eliminate the needs based on these transaction of account's fragment analysis.
Financial system 115 also provides the relation chart of account by account configuration user interface (UI) 110, account configuration user interface 110 comprises the account's list be associated with ledgers.The relation chart of account provides the one or more dimensions be associated with each account.Some account can be listed in the Multi-instance with different dimensions combination.
According in the system of each embodiment, can make user (such as, user 12) can as discuss in more detail below can dimension set in 115 to add, to remove or otherwise to edit financial system by the relation chart that carrys out editor account via this account configuration UI 110.When configuring account and accounts dimension, user 102 can utilize the data be stored in external data storage (such as data store 106).Financial system 115 automatically or when requested can generate report and other analysis tools and result (such as, document 108) based on configured account.The account that user 102 configures become come forth and can use other users 112 being accessed this system by computing equipment 114.Also other users 112 can be made can to configure/revise accounts dimension and combination by account configuration UI 110.
Fig. 2 illustrates user interface 200 according to embodiment and example control.As mentioned previously, the chart that expert in finance arranges the account defining financial framework is followed the tracks of and the financial information in maintenance organization.Dimension is added to described main account and follow the tracks of transaction in these accounts further.These dimensions how to be additional to described main account and other dimensions, and can how to conclude the business by rule control for account structure input, and user can arrange strictly all rules.
The relation chart of account uses account structure, and this account structure needs this user to arrange effective account and dimension code, then service regeulations specify these accounts and dimension how together with create account structure.The quantity of combination can be relatively large, and user needs to arrange efficient combination to make data input be accurately.In many settings, this is arranged may be so complicated to such an extent as to be infotech (IT) expert instead of perform this setting to the better people's---expert in finance---understood that how to administer the financial affairs of a company.Decrease this complicacy according to the account configuration UI of each embodiment and allow user in single-view defining account, definition dimension, by described dimension and described account combined, and when effectively rule is set for these combinations.
The combination of relation account structure as form and tree structure presents by account configuration UI 200.Under main account, new account can be added (237) as Combination nova.Described account can be shown as row relevant in tree structure, and described tree structure reflects the hierarchical relational of described account and Sub-account.Each account's combination can comprise multiple dimension.Described dimension can be added (238) as fragment and be shown as row.Can be the terseness of checking and launch or each account's layering folding.
Account configuration UI 200 also presents the multiple controls for performing the action be associated with this relation account structure and element thereof.Example control can comprise the icon (222) for opening new account structure, for deleting the icon (224) of account structure/account/fragment, for reducing the icon (226) of deleted element, the icon (228) of account structure/preview efficient combination/printing efficient combination is confirmed for (rule for stored), for activate account structure with make it be published and make its to other users can icon (230), for accessing/icon (232) of editor account's rule and similar control.Certainly, any one in these controls can provide in the combination of written form (such as, drop-down menu) or word and graphic form.
In account configuration UI 200, can show in independently window or under independently tab and edit one or more account structure.Each account structure and state thereof can by window head 234(or tab heads) mark.This state can be rough draft (user operates this structure), movable (release and use for other users) etc.Each window can comprise additional controls 240 and element to add new account/dimension, as discussed above.This tree structure can present according to the mode of collapsible list (236).
Fig. 3 illustrates how in the user interface of Fig. 2, to add Combination nova to account.Account configuration UI 300 comprises and similar control previously discussed.Account structure window head 334 indicates this structure for all cost/cost accounts, and user operates on it.The example account 336(6001.6499 with its three example dimensions (department, cost center, purposes) is shown in this account structure).This account and dimension thereof occur across a line 338.Each fragment (dimension) in this structure has its oneself row, and any relevant control (such as " interpolation Combination nova " function) is along with Focal Point Shift, thus provides the vision enlightenment that how can configure this structure further to user.These dimensions are identified in this row head capable 342.
Multiple word and graphic model can utilized, to promote Consumer's Experience according in the account configuration UI of each embodiment.Such as, by color matching pattern or the shadow mode that replaces to distinguish each row.As shown in FIG., by bold and indicate the darker profile of the current focus of this user to highlight account.Also other patterns can be realized.Other examples are discussed hereinafter.
Fig. 4 illustrates how to focus in the user interface of Fig. 2 and to revise/arrange each dimension of a combination.Account configuration UI 400 comprises and similar control previously discussed.Account structure window head 434 and row head capable 442 be also similar in Fig. 3 those.
Different from the UI of Fig. 3, in this exemplary scene, the focus of user has transferred to account 6001.6499(436) cost center dimension 439.This transfer is by highlighting cost center dimension to indicate with darker frame contour.In addition, " interpolation Combination nova " function 437 has also transferred to cost center row, thus gives the vision that how can configure this structure further enlightenment to user.
Fig. 5 illustrates how can form hierarchy from the flat structure of the relation between the main account of reflection and various combination.Account configuration UI 500 comprises and similar control previously discussed.Account structure window head 534 be also similar in Fig. 3 and Fig. 4 those.
Except this single-view being provided to except in this configuration, account configuration UI 500 also provides visual feedback when this configuration is carried out to user---and flat cell structure (similarly be discussed above that) is created along with combination and becomes stratification more.The set membership of the layering between main account 536 dimension combination different with two is shown to graphically by connecting line.The combination of present convergence is highlighted by frame contour 546.The focus of this user is further in department's dimension of the second combination.As what illustrate above, the frame contour 548 deepened indicates this focus.And " interpolation Combination nova " function 537 is in same row with the focus of this user.
Each fragment is presented in its oneself row, thus provides vertical differentiation when this configuration becomes more complicated.This structure can be configured to complexity as user wishes, but so complicated vision mode remains pipeline system.In addition, can provide vertically and HScrollBar (not shown), thus enable this structure comprise fragments (level) many as expected in user and combination (vertically).
Out of Memory can also be provided on this account structure UI 500.Such as, can by often going the scope of activities combining each combination of display (544), thus this user be enable to adjust each dimension or other parameters by other knowledge.
Fig. 6 illustrates the feedback of presenting of multiple account structure and the validity about the combination in the user interface of Fig. 2.Account configuration UI 600 comprises and similar control previously discussed.Account structure window head 634 be also similar in Fig. 3, Fig. 4 and Fig. 5 those.
Show the combination of two accounts (636 and 638) and their layering.And department's dimension of the second account 638 has two dimension combinations as its son.Set membership is rendered as the unitized construction 650 and 652 across multiple row and column on figure.
The current focus of user is on the first account 636.Therefore, this account combination is highlighted with frame contour and frame contour around account is darker in indicate this point.In addition, " interpolation Combination nova " function is by this account identifier.As previously discussed, can provide to user the out of Memory be associated with each side of this account structure.In this example UI, warning designator 651 and 653 illustrate can how account's rule violation to warn user.Such as, warning designator 653 is pointed out, the first dimension be associated with the department D5 of the second account 638 combines and violates account's rule.Show similar warning by the second account 638, there is at least one rule violation in this warning instruction in this account structure.Other forms of word and/or pattern indicator can be utilized to provide the warning about account structure problem to user.
How Fig. 7 can provide additional function in the user interface of Fig. 2 after the element selecting this account structure if illustrating.Account configuration UI 700 comprises and similar control previously discussed.Account structure window head 734 be also similar in each figure above those.
Again show two account structures, wherein current focus is in department's dimension 758 of the first account 736, thus is placed on this dimension by highlighting designator and comprises in the combination (756) of this dimension.Except the control that the top place at account configuration UI 700 and the top place at this account topology window provide, the popup menu of control 760 can be provided by the element be focused.The popup menu of control 760 can comprise word and/or EFR STK item, such as " interpolation Combination nova ", " adding multiple combination ", " arranging the movable date " etc.
Also standard feature (such as copy, glue note, deletion or movement) can be used to revise, create, delete each element (fragment, combination etc.).Therefore, user is enable to arrange to graphically and revise account structure according to the account configuration UI of each embodiment.There is provided a complete chart can not only checking account configuration to user, and how the chart can also seeing clearly account is set up and the place of terminal act.Shown structure serves as the list of the list of account, the list of dimension and rule, and it has checks how they are correlated with and cooperative view.
Fig. 8 illustrates the example dialog box that can be used in conjunction with user interface definition account and dimensional attribute according to each embodiment.During layoutprocedure, each Data Entry window can be utilized to input more detailed information to enable this user.Figure 80 0 shows three such example dialog box.
First dialog box 870 is used to specify allowed value.This user may have activated this dialog box after focusing this account field, and this is instructed at the top place of this dialog box.Dialog box 870 provides the option (872) allowing all values or designated value to user.Can by carrying out selecting to define such as the condition of " wherein this account ID is 6599 " etc. in the field 876 applied at condition types 874 and this condition.Also provide and such as allow other selectable options such as blank value 878 grade.
Dialog box 880 is another examples being used to specify allowed value.In this example, the fragment be suitable in the case is Department field.Different from the example of dialog box 870, define two independent conditions: " wherein department is less than D5 " (selecting 882 and 884) and " wherein department comprises D7-D9 " (selection 886 and 888).
Dialog box 890 is for selecting the movable date.The option being supplied to user selects " always " (892).Alternatively, this user is by selecting Start Date 894 and date of expiry 896 appointed day scope.
Although used general framework and concrete example to discuss each embodiment above, but these embodiments aim to provide the general guide policy for describing the user interface for defining account dimension combinations.The different word of principle described herein and graphic element, combination and configuration can be used to realize other embodiments.Therefore, in the example system that each embodiment is not limited to discuss in Fig. 2 to Fig. 8, assembly, element, figure and configuration, and can realize with other elements and configuration.
It shall yet further be noted that system discussed above and configuration simplify for the purpose of illustration, and in scope, be not limit.Such as, the income of provisional account form that the end that many financial systems also can be included in the accounting time period resets, cost and/or fund extract account, have zero remaining sum to make them in the beginning of a rear time period (being generally 1 year).The similar element of principle described herein, account, accounts dimension, rule and other configurations can be used to realize each embodiment.
Fig. 9 is the example networked environment that can realize each embodiment.The platform being provided for the user interface constructing and revise account structure can realize via at the upper software (such as service in trust) performed of one or more server (such as, server 914).This platform can by network 910 and such as desk-top computer 911, laptop computer 912 or smart phone 913(" client device ") etc. the application on each computing equipment communicate.
Client device 911-913 by various pattern and can exchange document communication.The business application performed in one of one of client device or server (such as server 914) by this user interface to and store from multiple source (such as data store 918) and retrieve the data that the task of asking with user is associated, described source can manage by any one in server or by database server 916.
Network 910 can comprise any topological structure of server, client computer, Internet service provider and communication media.System according to each embodiment can have static state or dynamic topological structure.Network 910 can comprise secure network, the such as unsecured networks such as wireless open network or the Internet such as such as enterprise network.Network 910 also can comprise multiple different network.Network 910 provides the communication between node described herein.Exemplarily unrestricted, network 910 can comprise the such as wireless medium such as acoustics, RF, infrared and other wireless medium.
Other configurations many of computing equipment, application program, data source and data distribution systems can be utilized to realize providing account structure to create and revising the system of user interface.In addition, the networked environment discussed in Fig. 9 is only for illustration of object.Each embodiment is not limited to example application, module or process.
Figure 10 and the brief, general description describing and aim to provide the suitable computing environment that wherein can realize each embodiment that is associated.With reference to Figure 10, show the block diagram of example calculations operating environment (such as computing machine 1000) for applying according to each embodiment.In basic configuration, computing machine 1000 can comprise at least one processing unit 1002 and system storage 1004.Computing machine 1000 also can comprise multiple processing units of cooperation executive routine.Depend on exact configuration and the type of computing equipment, system storage 1004 can be volatibility (such as RAM), non-volatile (such as ROM, flash memory etc.) or both certain combinations.System storage 1004 generally includes the operating system 1005 being suitable for parametric controller operation, such as covers the Microsoft in city from State of Washington Randt operating system.System storage 1004 also can comprise one or more software application, such as program module 1006, business application 1022 and account's chart editor module 1024.
Business application 1022 can be the integrated part of the service of application or trustship.Business application 1022 performs the operation be associated with the classification of financial transaction, report, analysis and similar tasks.Account's chart editor module 1024 can be independently apply or business application 1022 integrated module.Account's chart editor module 1024 can provide user interface as discussed in detail etc. above.This basic configuration is illustrated by those assemblies in dotted line 1008 in Fig. 10.
Computing machine 1000 can have supplementary features or function.Such as, computing machine 1000 also can comprise additional data storage device (removable and/or irremovable), such as, and such as disk, CD or tape.By removable storage 1009 and irremovable storage 1010, such extra storage is shown in Fig. 10.Computer-readable recording medium can comprise the volatibility and non-volatile, removable and irremovable medium that realize for any method or technology that store the information such as such as computer-readable instruction, data structure, program module or other data.System storage 1004, removable storage 1009 and irremovable storage 1010 are all the examples of computer-readable recording medium.Computer-readable storage medium includes but not limited to, RAM, ROM, EEPROM, flash memory or other memory technologies, CD-ROM, digital versatile disc (DVD) or other optical memory, tape cassete, tape, disk storage or other magnetic storage apparatus, maybe can be used for storing information needed and any other medium can accessed by computing machine 1000.Any such computer-readable recording medium can be a part for computing machine 1000.Computing machine 1000 also can have input equipment 1012, such as keyboard, mouse, pen, voice-input device, touch input device and similar input equipment.Output device 1014 can also be comprised, such as the output device of display, loudspeaker, printer and other type.Interactive display both can serve as input equipment, can serve as output device again.These equipment are known in the art and without the need to discussing in detail herein.
Computing machine 1000 also can comprise communication connection 1016, and this communication connection allows this equipment such as to be communicated with other equipment 1018 by the wireless network in distributed computing environment, satellite link, cellular link and similar mechanism.Other equipment 1018 can comprise the computer equipment performing other application.One or more communication connection 1016 is examples for communication media.Communication media can comprise other data in the modulated message signal of computer-readable instruction, data structure, program module or such as carrier wave or other transmission mechanism etc., and comprises any information transmitting medium.Term " modulated message signal " refers to have and is set in the mode of coded message in the signal or changes the signal of one or more feature.Exemplarily unrestricted, communication media comprises such as cable network or the direct wire medium to connect and so on of line, and the wireless medium of such as acoustics, RF, infrared and other wireless mediums and so on.
Each example embodiment also comprises various method.These methods can use any amount of mode, comprise structure described herein to realize.This type of mode a kind of is the machine operation of the equipment by type described herein.
Another can optional approach be in conjunction with one or more human operator perform in each operation of the method certain some to perform one or more operations of the method.These human operator are without the need to the place that coexists each other, but its each place that can only coexist with the machine of a part for executive routine.
Figure 11 illustrates the logical flow chart being provided for the process 1100 of the user interface that account structure creates and revises according to each embodiment.Process 1100 can be applied by any business and realize.
Process 1100 starts from operation 1110, wherein receives user's request of editor's account structure.In response to this request, present account configuration UI in operation 1120, wherein utilize the combination of tree structure and matrix format to show described account structure.Use these forms, dimension combination is shown as row, wherein the dimension alignment of identical type in a column.And, graphic model also can be utilized visually to present to this user to make the father-subrelation between this account and the multiple dimensions combination that is associated in visually relevant mode.
Each account structure can be shown in independently window or tab view, and for the word of editing described account structure and/or graphical control.These controls can be used as this account configuration UI a part, as a part for each window or tab view or provide as additional elements such as such as popup menus.Color mode, shadow mode and/or text style pattern can be used to indicate the current element focused on of user in this account structure.Presenting of control for editing account structure element can be usually revised based on the current unit focused on of user in this account structure.Such as, can based on the current account structure focused on of user some of usually reorientating in these controls first.Dialog box for arranging the parameter (permissible value of such as dimension or date range) be associated with edited account can present when user indicates and edits them.
Enable the dimension combination that this user creates/revises/deletes account and be associated.These accounts and their combination can be confirmed for predefined account's rule in operation 1130.These controls that this user also can be enable to be configured on UI by this account are edited (add/amendment/delete) predefined account's rule.In addition, this user can be enable can to edit a part for account structure or the license of whole account structure based on the voucher of other users for other users described are arranged.
And if this confirmation can be performed in real time detect that violation then notifies this user.Alternatively, this confirmation can be performed after user indicates.Perform this notice in operation 1140, then activate this account structure in operation 1150 and use for other users of this financial system.This activation request also can be interpreted as the instruction that this user confirms the account structure edited by this system.And, when user edits account structure, described account structure inaccessible or otherwise inertia can be made.
The each operation be included in process 1100 is for illustration of object.To create for account structure and amendment provides user interface that each principle described herein can be used to be realized by the similar process and different order of operation with less or more step.
Above instructions, example and data provide comprehensive description of manufacture to the composition of each embodiment and use.Although describe this theme with architectural feature and/or the special language of method action, be appreciated that subject matter defined in the appended claims is not necessarily limited to above-mentioned specific features or action.On the contrary, above-mentioned specific features and action be as realize claim and each embodiment exemplary forms and disclosed in.

Claims (15)

1. perform in computing equipment at least in part for enabling user edit a method for structure of accounts by account configuration user interface, described method comprises:
Receive user's request of editor's account structure;
Combined by the dimension presenting account via display device with tree structure and be associated with described account, enable described user edit described account structure in graphical user interfaces;
Described user is enable to focus on one or more element-specific of account structure described in described graphic user interface;
Enable described user define in single-view dimension, by described dimension and described account combined, and for these combination when effectively arrange rule to edit described account structure;
The account that user edits and dimension combination is confirmed for predefined account's rule;
To described user's notice about confirmation result;
Described user is enable to activate described account structure to make it can for other users;
The relation chart of the account providing described user to edit by described account configuration user interface, wherein said account is put in described relation chart in the Multi-instance with different dimensions combination; And
Use comprise copy, sticky note, deletion or movement standard feature provide described dimension is combined amendment, at least one in establishment and deletion to be to arrange and to revise described account structure.
2. the method for claim 1, is characterized in that, described dimension combination is shown as row, and wherein the dimension alignment of identical type in a column.
3. method as claimed in claim 2, it is characterized in that, utilize graphic model to show the multiple dimensions be associated with an account to combine, visually present to described user to make the father-subrelation between described account and the described multiple dimension combinations be associated.
4. the method for claim 1, is characterized in that, also comprises:
The multiple figure for editing presented account structure and word control is presented in described account configuration user interface.
5. the method for claim 1, is characterized in that, also comprises:
Described user is enable to edit predefined account rule; And
Described user is enable to confirm edited account structure based on edited account rule.
6. the method for claim 1, is characterized in that, also comprises:
There is provided with at least one in next group: be used to indicate the color mode of the current element focused on of user described in described account structure, shadow mode and text style pattern.
7. the method for claim 1, is characterized in that, during described user edits, described account structure is placed in inoperative mode, thus stops other users to described account structure input new data.
8., for enabling user edit a computing equipment for structure of accounts by account configuration user interface, described computing equipment comprises:
Display device;
Storer; And
Be coupled in the processor of described storer, described processor performs and is configured to the application performing following operation:
In response to the user's request receiving editor's account structure, show described account configuration user interface, described account configuration user interface presents account with tree structure and matrix packed format and the dimension that is associated with described account combines;
Described user is enable to edit described account structure by the figure that presents via described account configuration user interface and word control;
Enable described user define in single-view dimension, by described dimension and described account combined, and for these combination when effectively arrange rule to edit described account structure;
The account that user edits and dimension combination is confirmed for predefined account's rule;
To described user's notice about confirmation result;
Described user is enable to activate described account structure to make it can for other users;
The relation chart of the account providing described user to edit by described account configuration user interface, wherein said account is put in described relation chart in the Multi-instance with different dimensions combination; And
Use comprise copy, sticky note, deletion or movement standard feature provide described dimension is combined amendment, at least one in establishment and deletion to be to arrange and to revise described account structure.
9. computing equipment as claimed in claim 8, it is characterized in that, described application is also configured to:
Shown by least one in word device and graphics device and combine with edited account and dimension the additional information be associated.
10. computing equipment as claimed in claim 8, it is characterized in that, utilize graphic model in different row, show different dimension types, and highlight the current dimension combination focused on of described user by another kind of graphic model, to provide to described user, the vision of the possible configuration of described account structure is enlightened.
11. computing equipments as claimed in claim 8, is characterized in that, usually reorientate described control at least partially based on the current account structure unit focused on of described user.
12. computing equipments as claimed in claim 8, it is characterized in that, described application is also configured to:
Described user is enable to carry out by described control the account structure edited that preview is in activity pattern.
13. 1 kinds for enabling user edit the method for structure of accounts by account configuration user interface, described method comprises:
In response to the user's request receiving editor's account structure, show described account configuration user interface, described account configuration user interface presents account with tree structure and matrix packed format and the dimension that is associated with described account combines;
Enable described user edit described account structure by the figure that presents via described account configuration user interface and word control, wherein word and graphic model are used to the element presenting described account structure in visually relevant mode;
Enable described user define in single-view dimension, by described dimension and described account combined, and for these combination when effectively arrange rule to edit described account structure;
Show the additional information be associated with edited account structure element;
The account that user edits and dimension combination is confirmed for predefined account's rule: user asks and automatically confirms rule based at least one item in following;
To described user's notice about confirmation result;
Described user is enable to activate described account structure to make it can for other users; And
The relation chart of the account providing described user to edit by described account configuration user interface, wherein said account is put in described relation chart in the Multi-instance with different dimensions combination; And
Use comprise copy, sticky note, deletion or movement standard feature provide described dimension is combined amendment, at least one in establishment and deletion to be to arrange and to revise described account structure.
14. methods as claimed in claim 13, it is characterized in that, described method also comprises:
Dialog box for defining the parameter be associated with edited account is presented to described user in response to edit requests.
15. methods as claimed in claim 13, it is characterized in that, described method also comprises:
Enable described user, based on the voucher of at least one other user, the license at least partially can editing described account structure is set for described at least one other user.
CN201080050316.1A 2009-11-06 2010-10-08 User interface for defining account dimension combinations Expired - Fee Related CN102598045B (en)

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